Stonegate Investment Group’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$492K Buy
1,677
+327
+24% +$95.9K 0.01% 241
2025
Q1
$404K Sell
1,350
-39
-3% -$11.7K 0.01% 238
2024
Q4
$416K Sell
1,389
-70
-5% -$21K 0.01% 233
2024
Q3
$531K Hold
1,459
0.01% 220
2024
Q2
$420K Sell
1,459
-148
-9% -$42.6K 0.01% 238
2024
Q1
$466K Sell
1,607
-526
-25% -$153K 0.01% 226
2023
Q4
$651K Buy
2,133
+314
+17% +$95.8K 0.02% 187
2023
Q3
$479K Buy
1,819
+199
+12% +$52.5K 0.02% 203
2023
Q2
$473K Buy
1,620
+517
+47% +$151K 0.02% 206
2023
Q1
$333K Buy
1,103
+269
+32% +$81.3K 0.01% 239
2022
Q4
$234K Sell
834
-43
-5% -$12K 0.01% 275
2022
Q3
$257K Buy
877
+25
+3% +$7.33K 0.01% 241
2022
Q2
$266K Buy
852
+280
+49% +$87.4K 0.01% 241
2022
Q1
$223K Buy
572
+2
+0.4% +$780 0.01% 234
2021
Q4
$213K Buy
+570
New +$213K 0.01% 245